Annuity Planning

Annuity Payout Calculator

Calculate regular annuity income from a lumpsum amount. Useful for pension planning and understanding payout schemes.

Annuity Payout Calculator

Kache Invest

How it works

Formula Used

Payout = PV × [r(1+r)^n] / [(1+r)^n - 1]

Fixed annuity payment for specified period

Smart Tips

  • Use for pension planning and retirement income
  • Compare annuity schemes from different providers
  • Account for inflation by choosing appropriate rate

Best Used For

Pension payout calculation, annuity scheme comparison

FAQs

Is annuity a good retirement choice?

Pros: Guaranteed income, no market risk, peace of mind. Cons: Inflexible, money locked-in, inflation erodes value, low returns vs alternatives. Best for: Risk-averse, need certainty. Suboptimal for: Young retirees, long life expectancy.

Should I buy annuity or use 4% withdrawal rule?

Annuity = guaranteed but locked. 4% withdrawal = flexible but uncertain. Best approach: hybrid—buy partial annuity for base living expenses, use 4% rule for surplus. Gives security + flexibility.

Does annuity protect against inflation?

Standard annuities don't. Inflation annuities exist (rare, expensive) with increasing payouts. Better: buy annuity for necessary expenses only (which don't inflate much), keep rest invested for inflation protection.

What if I die before annuity term ends?

Most annuities have survivor options: money goes to nominee or family gets remaining payments. Evaluate option costs. Some guarantee 10-year minimum (if you die in year 3, family gets 7 years).

Embed Tool

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